NIO Inc.
NIO- Exchange
- NYSE
- Industry
- Motor Vehicles & Passenger Car Bodies
- SEC CIK
- 0001736541
No open-market purchases or sales by NIO Inc. insiders were filed in the last 90 days; 423 institutions reported holding it in 13F filings for Q2 2026, worth $1.38B in total; no superinvestor holds it.
Other share classesNIOIF
13F holders, Q3 2021
Institutional positions in NIO Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 580
- −70 vs. Q2 2021
- Shares held
- 486.1M
- +11.0M (+2.3%) vs. Q2 2021
- Total value
- $17.3B
- −$7.94B (−31.4%) vs. Q2 2021
- New holders
- 53
- 219 more added
- Sold out
- 123
- 191 more reduced
11 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NIO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 423 | $1.38B |
| Q1 2026 | 434 | $1.68B |
| Q4 2025 | 437 | $1.62B |
| Q3 2025 | 411 | $2.45B |
| Q2 2025 | 385 | $573.1M |
| Q1 2025 | 414 | $843.7M |
| Q4 2024 | 431 | $774.7M |
| Q3 2024 | 442 | $1.19B |
| Q2 2024 | 475 | $1.14B |
| Q1 2024 | 482 | $1.49B |
| Q4 2023 | 501 | $3.77B |
| Q3 2023 | 477 | $3.86B |
| Q2 2023 | 484 | $4.82B |
| Q1 2023 | 496 | $5.19B |
| Q4 2022 | 519 | $5.07B |
| Q3 2022 | 504 | $8.15B |
| Q2 2022 | 545 | $11.8B |
| Q1 2022 | 529 | $11.3B |
| Q4 2021 | 607 | $17.2B |
| Q3 2021 | 580 | $17.3B |
| Q2 2021 | 661 | $25.4B |
| Q1 2021 | 586 | $18.2B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 14,330 | $511.0K | 0.02% | −1,013−6.6% | Reduced |
| Total Investment Management Inc | 14,159 | $504.0K | 0.13% | −5,350−27.4% | Reduced |
| Valeo Financial Advisors, LLC | 14,124 | $503.0K | 0.03% | +3,526+33.3% | Added |
| Bard Financial Services, Inc. | 14,025 | $500.0K | 0.04% | −2,575−15.5% | Reduced |
| U S Global Investors Inc | 14,000 | $499.0K | 0.02% | +14,000 | New |
| NEXT Financial Group, Inc | 13,995 | $498.0K | 0.04% | −1,424−9.2% | Reduced |
| Credit Agricole S A | 13,964 | $497.0K | 0.02% | −2,411−14.7% | Reduced |
| DuPont Capital Management Corp | 13,377 | $477.0K | 0.02% | −1,544−10.3% | Reduced |
| Blair William & Co | 13,371 | $476.0K | 0.00% | −1,808−11.9% | Reduced |
| Sovereign Financial Group, Inc. | 13,350 | $476.0K | 0.27% | −6,750−33.6% | Reduced |
| Victory Capital Management Inc | 13,218 | $471.0K | 0.00% | −9,341−41.4% | Reduced |
| Agf Investments Inc. | 13,200 | $470.0K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 12,915 | $460.0K | 0.04% | +9,060+235.0% | Added |
| Assenagon Asset Management S.A. | 12,918 | $460.0K | 0.00% | +12,918 | New |
| Engineers Gate Manager LP | 12,890 | $459.0K | 0.03% | +3,840+42.4% | Added |
| Hancock Whitney Corp | 12,715 | $453.0K | 0.02% | +6,006+89.5% | Added |
| Sowell Financial Services LLC | 12,656 | $451.0K | 0.03% | +108+0.9% | Added |
| Malaga Cove Capital, LLC | 12,578 | $448.0K | 0.19% | +12,578 | New |
| Keybank National Association | 12,329 | $439.0K | 0.00% | +353+2.9% | Added |
| Polaris Wealth Advisory Group, LLC | 12,000 | $432.0K | 0.03% | −8,300−40.9% | Reduced |
| Perigon Wealth Management, LLC | 11,753 | $419.0K | 0.04% | −2,065−14.9% | Reduced |
| Hexavest Inc. | 11,410 | $407.0K | 0.02% | +5,469+92.1% | Added |
| Park Avenue Securities LLC | 11,218 | $400.0K | 0.01% | +84+0.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 10,958 | $390.0K | 0.01% | −20,833−65.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 10,750 | $383.0K | 0.00% | −567−5.0% | Reduced |
| Octavia Wealth Advisors, LLC | 10,410 | $371.0K | 0.09% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 10,019 | $357.0K | 0.06% | −20,000−66.6% | Reduced |
| IHT Wealth Management, LLC | 10,016 | $357.0K | 0.03% | −4,183−29.5% | Reduced |
| SRS Capital Advisors, Inc. | 10,000 | $356.0K | 0.05% | +500+5.3% | Added |
| Enlightenment Research, LLC | 10,000 | $356.0K | 0.43% | +10,000 | New |
| O'Shaughnessy Asset Management, LLC | 9,922 | $354.0K | 0.01% | +935+10.4% | Added |
| Brighton Jones LLC | 9,895 | $353.0K | 0.02% | +2,355+31.2% | Added |
| StoneX Group Inc. | 9,760 | $348.0K | 0.05% | +2,068+26.9% | Added |
| ACG Wealth | 9,702 | $346.0K | 0.05% | −2,215−18.6% | Reduced |
| Exane Derivatives | 9,624 | $342.9K | 0.09% | −2,471−20.4% | Reduced |
| IPG Investment Advisors LLC | 9,469 | $337.4K | 0.11% | −890−8.6% | Reduced |
| Adviser Investments LLC | 9,356 | $333.0K | 0.02% | −224−2.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 9,237 | $329.0K | 0.01% | +9,000+3,797.5% | Added |
| Arrowstreet Capital, Limited Partnership | 9,100 | $324.0K | 0.00% | +9,100 | New |
| Apollon Wealth Management, LLC | 9,053 | $323.0K | 0.04% | −1,627−15.2% | Reduced |
| Gradient Investments LLC | 8,951 | $319.0K | 0.01% | −300−3.2% | Reduced |
| Nissay Asset Management Corp | 8,917 | $318.0K | 0.00% | +1,500+20.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,855 | $316.0K | 0.00% | −8,950−50.3% | Reduced |
| Intercontinental Wealth Advisors, LLC | 8,823 | $314.0K | 0.07% | −895−9.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 8,750 | $312.0K | 0.03% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 8,743 | $311.0K | 0.06% | 00.0% | Unchanged |
| PSI Advisors, LLC | 8,578 | $306.0K | 0.14% | +500+6.2% | Added |
| Two Sigma Securities, LLC | 8,572 | $305.0K | 0.06% | +8,572 | New |
| Nicholas Hoffman & Company, LLC. | 8,550 | $305.0K | 0.05% | +8,550 | New |
| Kingsview Wealth Management, LLC | 8,539 | $304.0K | 0.01% | +916+12.0% | Added |
| Moneta Group Investment Advisors LLC | 8,392 | $299.0K | 0.01% | +554+7.1% | Added |
| J.W. Cole Advisors, Inc. | 8,353 | $298.0K | 0.02% | −3,251−28.0% | Reduced |
| Mid Atlantic Financial Management Inc | 8,332 | $297.0K | 0.02% | +1,065+14.7% | Added |
| Personal Capital Advisors Corp | 8,263 | $294.0K | 0.00% | +4,067+96.9% | Added |
| Madison Wealth Partners, Inc | 8,196 | $292.0K | 0.16% | 00.0% | Unchanged |
| Change Path, LLC | 8,041 | $287.0K | 0.02% | +1,834+29.5% | Added |
| Meridian Wealth Management, LLC | 7,901 | $282.0K | 0.03% | −7,586−49.0% | Reduced |
| M&T Bank Corp | 7,839 | $279.0K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7,709 | $274.0K | 0.01% | −423−5.2% | Reduced |
| Sunbelt Securities, Inc. | 6,300 | $270.0K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7,615 | $269.0K | 0.01% | −130−1.7% | Reduced |
| GFS Advisors, LLC | 7,527 | $268.0K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 7,450 | $265.0K | 0.01% | +7,450 | New |
| Merit Financial Group, LLC | 7,399 | $264.0K | 0.03% | +500+7.2% | Added |
| Verition Fund Management LLC | 7,416 | $264.0K | 0.00% | +7,416 | New |
| D.A. Davidson & Co. | 7,384 | $263.0K | 0.00% | +1,670+29.2% | Added |
| Warther Private Wealth, LLC | 7,429 | $263.0K | 0.23% | +7,429 | New |
| Wealth Alliance | 7,272 | $259.0K | 0.06% | +354+5.1% | Added |
| Chicago Partners Investment Group LLC | 6,112 | $258.0K | 0.02% | +691+12.7% | Added |
| Lincoln National Corp | 7,205 | $257.0K | 0.01% | +981+15.8% | Added |
| Visionary Wealth Advisors | 7,192 | $256.0K | 0.03% | +2,108+41.5% | Added |
| MAI Capital Management | 7,003 | $250.0K | 0.00% | −927−11.7% | Reduced |
| Veriti Management LLC | 6,999 | $249.0K | 0.04% | +407+6.2% | Added |
| Inspire Advisors, LLC | 6,904 | $246.0K | 0.08% | +730+11.8% | Added |
| Independent Advisor Alliance | 6,874 | $245.0K | 0.01% | −303−4.2% | Reduced |
| Round Table Services, LLC | 6,868 | $245.0K | 0.05% | +51+0.7% | Added |
| Baird Financial Group, Inc. | 6,734 | $240.0K | 0.00% | −720−9.7% | Reduced |
| Kestra Private Wealth Services, LLC | 6,619 | $236.0K | 0.01% | +200+3.1% | Added |
| V Wealth Advisors LLC | 6,582 | $235.0K | 0.04% | +1,680+34.3% | Added |
| United Maritime Capital LLC | 6,500 | $232.0K | 0.26% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 6,484 | $231.0K | 0.03% | +6,484 | New |
| IFP Advisors, Inc | 6,296 | $228.0K | 0.00% | −1,365−17.8% | Reduced |
| AlphaStar Capital Management, LLC | 5,521 | $221.0K | 0.02% | +1,124+25.6% | Added |
| Ridgewood Investments LLC | 6,125 | $218.0K | 0.15% | +1,900+45.0% | Added |
| Captrust Financial Advisors | 6,097 | $217.0K | 0.00% | −1,462−19.3% | Reduced |
| Quadrant Capital Group LLC | 6,051 | $216.0K | 0.03% | −109−1.8% | Reduced |
| Garde Capital, Inc. | 6,066 | $216.0K | 0.02% | +23+0.4% | Added |
| Raymond James Trust N.A. | 5,950 | $212.0K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,826 | $208.0K | 0.06% | −207−3.4% | Reduced |
| Rathbone Brothers plc | 5,784 | $206.0K | 0.00% | −1,500−20.6% | Reduced |
| Pinnacle Associates Ltd | 5,790 | $206.0K | 0.00% | +1,165+25.2% | Added |
| Equitable Trust Co | 5,760 | $205.0K | 0.01% | −438−7.1% | Reduced |
| Summit X, LLC | 5,760 | $205.0K | 0.05% | +28+0.5% | Added |
| Crestline Management, LP | 5,700 | $204.0K | 0.02% | +5,700 | New |
| Capstone Investment Advisors, LLC | 5,700 | $203.0K | 0.00% | +5,700 | New |
| Polar Capital Holdings Plc | 5,700 | $203.0K | 0.00% | +5,700 | New |
| Capital Investment Advisors, LLC | 5,661 | $202.0K | 0.01% | −9−0.2% | Reduced |
| Burleson & Company, LLC | 5,229 | $186.0K | 0.03% | +15+0.3% | Added |
| Exchange Traded Concepts, LLC | 5,126 | $183.0K | 0.00% | +1,123+28.1% | Added |
| Jacobi Capital Management LLC | 5,049 | $180.0K | 0.02% | +230+4.8% | Added |